{"url":"https://nivawealth.com/firms/bland-garvey-wealth-advisors-140066","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140066","regulatoryAum":241178422,"crd":"140066","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5783731","suffix":null,"lastName":"BYRKIT","firstName":"AARON","middleName":"MICHAEL"},{"crd":"5112485","suffix":null,"lastName":"EADS","firstName":"LORI","middleName":"ANNETTE"},{"crd":"5112454","suffix":"JR.","lastName":"GARVEY","firstName":"JOHN","middleName":"CHARLES"},{"crd":"7612334","suffix":null,"lastName":"Lane","firstName":"Connor","middleName":"Franklin"},{"crd":"6719671","suffix":null,"lastName":"SPENCER","firstName":"NORMA","middleName":"BRAMES"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":167592463,"clients":113,"employees":5,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":170647513,"clients":114,"employees":5,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":166723295,"clients":112,"employees":5,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":184212087,"clients":112,"employees":5,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":204570207,"clients":116,"employees":5,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":241178422,"clients":122,"employees":5,"offices":1}],"secFileNumber":"801-70358","legalName":"Bland Garvey Wealth Advisors, LLC","displayName":"Bland Garvey Wealth Advisors","slug":"bland-garvey-wealth-advisors-140066","website":"https://blandgarvey.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bland-garvey-wealth-advisors-llc/","xUrl":"https://www.twitter.com/blandgarveyadvs","founded":"2006","organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2600 North Central Expressway, Suite 550","city":"Richardson","state":"TX","stateName":"Texas","country":"United States","postalCode":"75080"},"tradeNames":[],"registration":{"secApproved":"30 June 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Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.9,"from":1000000},{"to":3000000,"pct":0.8,"from":2000000},{"to":4000000,"pct":0.7,"from":3000000},{"to":5000000,"pct":0.6,"from":4000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":20000000,"pct":0.4,"from":10000000},{"to":null,"pct":0.3,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021145","versionId":1021145,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-18","documentName":"BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting services","summary":"Specific administrative and consulting services are billed at $300 per hour, by mutual agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021145","versionId":1021145,"submittedOn":"2026-03-18","documentName":"BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A"},{"role":"other","program":"Employee benefit retirement plan services","summary":"Participant plan services: BGWA's annual fee of 0.70% on the first $1 million of plan assets, down to 0.15% above $10 million, plus a Focus Partners Advisor Solutions fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021145","versionId":1021145,"submittedOn":"2026-03-18","documentName":"BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:25:44.073256+00:00","documents":[{"name":"BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021145","versionId":1021145,"submittedOn":"2026-03-18"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":235964135}],"custodyNote":"Bland Garvey Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Garvey","title":"Manager & Chief Compliance Officer","crd":"5112454"},{"name":"Lori Eads","title":"Manager","crd":"5112485"}],"ownership":[{"label":"Bland Garvey, P.C.","detail":"Member in the 75% or more ownership band and a control person, since March 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"2600 North Central Expressway, Suite 550","city":"Richardson","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","financial planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"972-231-2503","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/140066/PDF/140066.pdf","brochureDate":"18 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021145","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bland Garvey Wealth Advisors have?","answer":"Bland Garvey Wealth Advisors has 122 clients and manages $241 million for them, as of March 2026. They include 67 high-net-worth individuals, 47 individual clients, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bland Garvey Wealth Advisors offer?","answer":"Bland Garvey Wealth Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bland Garvey Wealth Advisors charge?","answer":"Bland Garvey Wealth Advisors charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bland Garvey Wealth Advisors use?","answer":"Bland Garvey Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $236M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bland Garvey Wealth Advisors have?","answer":"Bland Garvey Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bland Garvey Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Bland Garvey Wealth Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 3% U.S. government and agency bonds, 2% exchange-traded equities and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bland Garvey Wealth Advisors?","answer":"Bland Garvey Wealth Advisors’ direct owner is Bland Garvey, P.C. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bland Garvey Wealth Advisors get paid?","answer":"Bland Garvey Wealth Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bland Garvey Wealth Advisors?","answer":"Bland Garvey Wealth Advisors’ main office is at 2600 North Central Expressway, Suite 550, Richardson, TX 75080. Its phone number is 972-231-2503. Its website is blandgarvey.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}